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FundForum Asia - Asian Investment Management Conference

New Horizons For Asian Asset Management

Below are just a few of the 140+ high profile speakers confirmed. Click here to view the full speaker line-up.

Asia's Leading Investment & Wealth Management Industry Experts At FundForum Asia 2015 Include:

Asia's Leading Investment & Wealth Management Industry Experts At FundForum Asia 2015 Include:

Jeroen Buwalda Asia Pacific Wealth & Asset Management Advisory Leader EY

Jeroen Buwalda is a specialist in global wealth management platforms, with more than 17 years’ experience driving innovative change for wealth managers, funds and banks across Europe, Asia, Australia and New Zealand. He leads EY’s Asia-Pacific Wealth & Asset Management Advisory practice focusing on corporate strategy, enterprise architecture and large-scale IT-enabled transformation programs. Jeroen previously led advice and private banking merger integration and transformation at Westpac, one of Australia’s largest banks and wealth managers

Richard Garland Managing Director, Americas & Japan and Asia Client Group Investec Asset Management

Richard is the managing director of the Americas, Japan and Asia Advisor Client Groups at Investec Asset Management. He is responsible for the oversight of offshore fund distribution in the Americas, and institutional clients in South America, North America and Japan. Richard is responsible for Investec Asset Management’s fund distribution business in Asia, as well as head of the Global Financial Institutions Group. Richard originally joined the firm as managing director in 2006 to head the Americas region. Prior to this he was CEO of Global Armour, a global manufacturer of personal protection equipment.

Rajeev Mittal Managing Director, Regional CEO Asia Pacific Pinebridge Investments

Rajeev Mittal, in his role as CEO for Asia Pacific, is responsible for implementing PineBridge’s dynamic growth strategy across the region where PineBridge has a long history of servicing both institutional and retail clients. Prior to taking on his expanded role in Asia and relocating to Hong Kong from London early in 2011, Rajeev was CEO for PineBridge Investments in Europe.

Mark Smallwood Head of Franchise Development and Strategic Initiatives, Asia Pacific DeAWM

In his current role , Mark is responsible for developing and executing DeAWM and “One Bank” client engagement activities, identifying and closing knowledge gaps within DeAWM, and raising the profile of DeAWM with external stakeholders. Mark has been with Deutsche Bank since 2003, when he spent six years in Geneva as Global Head of Insurance Solutions before moving to Singapore where he spent five years as Head of Wealth Planning for APAC.

AJ Harper President and Chief Executive Asia Pacific BNY Mellon Managed Accounts

AJ is responsible for the company’s strategic objective to launch and grow a managed accounts business in the region. He is also a member of the company’s Asia Pacific Operating Committee and a member of the company’s Asia Pacific Executive Committee for Investment Management. Before relocating to Hong Kong in late 2012, he was Co-President of Pershing Managed Account Solutions and Managing Director for Pershing LLC and Lockwood Advisors, Inc., both BNY Mellon companies.

Qing Wang President & Chief Strategist Chongyang Investment Management

Qing Wang is President and Chief Strategist of Shanghai Chongyang Investment Management Co., Ltd.  Chongyang Investment is one of the largest hedge funds in China with AUM about US$2bn. Before joining Chongyang Investment in April 2013, Dr. Wang was Managing Director and Deputy Head of Investment Banking Department at China International Capital Corporation (CICC) during 2011-13. Dr. Wang joined CICC from Morgan Stanley, where he was Morgan Stanley’s Managing Director and Chief Economist for Greater China during 2007-2011.

Jey Zeng Deputy General Manager Yaozhi Asset Management

Jay Zeng, Deputy General Manager of Yaozhi Asset Management Mr. Zeng has about 10 years of experience in investment banking and asset management in China. Prior to joining Yaozhi Asset Management, Mr. Zeng was the Market Director of Mirae Asset Huachen Fund, Vice President at Investment Banking of Mirae Asset Securities and Director of Investment Planning Department at Corstone Capital.

Christopher Gunns Managing Dirctor QFII Advisory, International Business China Universal Asset Management

Christopher joined China Universal Asset Management in May 2013 to help develop the firm’s presence in the global marketplace meeting the needs of investors seeking exposure to China’s capital markets. Prior to joining China Universal, Christopher worked for ING Investment Management for a period of more than 12 years. 

Peter Alexander Managing Director Z-Ben Advisors

Mr. Alexander is the founder and managing director of Z-Ben Advisors, whose scope of business is to work with various foreign financial institutions interested in China’s investment management industry.Peter Alexander has actively participated in China’s investment management industry and, prior to establishing Z-Ben Advisors, worked on two different joint venture initiatives. His broad experience of China’s capital markets now spans nearly 20 years in Shanghai.

Jim McCaughan Chief Executive Officer Principal Global Investors

Jim is chief executive officer of Principal Global Investors. He also serves as president of global asset management for the Principal Financial Group. In this capacity, Jim oversees investment activities across asset classes and market regions, with primary responsibility for the strategic development of Principal’s asset management business globally.


Under Martin’s leadership, Aberdeen has become one of the world’s leading independent asset managers through a combination of organic growth and acquisition. The Group’s core expertise is in equities, fixed income, alternatives and property and it manages assets for national and corporate pension funds, central banks, financial institutions, charities, foundations and private individuals around the world. Martin is a non-executive director of British Sky Broadcasting Group PLC. He is also a member of both the Monetary Authority of Singapore’s International Advisory Panel and the International Advisory Board of British American Business. Martin is Adjunct Professor of Finance at Imperial College Business School and a member of the Scottish Government’s Financial Services Advisory Board.

Andrew Parry CEO Hermes Sourcecap

Andrew Parry joined Hermes Sourcecap in December 2006 and as Chief Executive Officer has specific responsibility for business development, risk management, and portfolio construction for the company. Prior to joining Hermes Sourcecap, Andrew established Pembroke Capital Management in January 2003 and successfully launched the Magenta Fund, a global equity non-directional fund in March of that year, which reached $240m peak assets under management. 

Tim Haywood Investment Director GAM

Tim Haywood is an Investment Director Business-Unit Head for fixed income, responsible for the absolute return bond family of funds and various long only fixed income mandates. Mr Haywood joined GAM following its acquisition of the fixed income and foreign exchange specialist, Augustus, in May 2009. He joined Augustus (then Julius Baer Investments Limited) in 1998 from Orient Overseas International Limited in Hong Kong, where he was CIO. 

Eddy Wang CEO Fundsupermart

Eddy, the General Manager of Fundsupermart.com (Hong Kong), oversees the platform business in Hong Kong and supervises the local research team. He is currently a member of the Product Onboard Committee that reviews investment products available on the Fundsupermart.com platform.

Vincent Chui Head of Asia Morgan Stanley Private Bank

Vincent Chui is a Managing Director and Head of Asia Institutional Equity Distribution and Private Wealth Management of Morgan Stanley. He sits on the Firm’s Equity Operating Committee and Asia Executive Committee. For his institutional role, he manages global distribution of Asia institutional equity products, including cash, derivatives, prime brokerage and capital markets products. For his wealth management role, he manages the Firm’s Asia private banking business which focuses on active wealth owners domiciled in the region.

Ashwin Mehta Chairman Nomura Asset Management Taiwan Limited

Prior to Taiwan, Ashwin was heading Strategy, Business Development and Corporate Planning for ING’s Asia/Pacific life insurance and asset management business based out of Amsterdam and Hong Kong, reporting to the Executive Board of ING Group.  In this capacity, Ashwin played a major role in shaping ING’s footprint across the region having led several M&A transactions, negotiated various joint ventures arrangements, initiated many start-up initiatives and overseen several key divestments

Roger Bacon Managing Director, Head of Managed Investments Citi Private Bank

Based in Hong Kong, Roger oversees all MI Product Sales, Tailored Portfolio Group (TPG) Origination and Sales and regional MI product administration. He is also responsible for coordinating the regional activities associated with traditional funds research, alternatives research, operational due diligence and TPG portfolio management through a matrix reporting line. Prior to his current role, he was Head of Hedge Fund business for UBP in London.

Eleanor Wan CEO BEA Union Investment

Eleanor had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, and general management. Before joining BEA Union in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors



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